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VestGen Advisors’s UnitedHealth UNH Stock Holding History

VestGen Advisors’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.11M Buy
17,105
+4,364
+34% +$1.62M 0.21% 104
2026
Q1 		$5.05M Buy
12,741
+1,720
+16% +$512K 0.13% 136
2025
Q4 		$3.64M Sell
11,021
-8,821
-44% -$2.99M 0.15% 141
2025
Q3 		$6.85M Buy
19,842
+11,254
+131% +$3.4M 0.23% 99
2025
Q2 		$2.6M Sell
8,588
-7,159
-45% -$2.74M 0.1% 184
2025
Q1 		$8.25M Buy
+15,747
New +$8.05M 0.38% 59

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

VestGen Advisors's UNH Position: Q2 2026 in Review

VestGen Advisors increased its UnitedHealth (UNH) stake by 34% in Q2 2026, buying an estimated $1.62M and bringing the position to 17,105 shares worth $7.11M. The position accounts for 0.21% of the portfolio, ranked #104.

VestGen Advisors first reported a position in UNH in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.25M in Q1 2025. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • VestGen Advisors held 17,105 shares of UnitedHealth worth $7.11M as of Q2 2026.
  • VestGen Advisors bought 4,364 UnitedHealth shares in Q2 2026, an estimated $1.62M.
  • UnitedHealth made up 0.21% of VestGen Advisors's portfolio in Q2 2026, its #104 holding.
  • VestGen Advisors first reported a position in UnitedHealth in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's UnitedHealth position peaked at $8.25M in Q1 2025.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.